Meet George
George is a Wealth Advisor based in Livonia, Michigan. Prior to joining Mercer Advisors in 2021, George had a 30-year engineering career at Ford Motor Company. His second career in financial services was inspired by the value he found in working with a financial advisor during the financial crisis of 2008. George is a CERTIFIED FINANCIAL PLANNER® professional, holds the Retirement Income Certified Professional® designation, and is an Enrolled Agent.
George’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, George has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Guiding clients through living in retirement with steady income and smart planning
- Concentrated stock positions that require strategic diversification and tax efficiency
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
His working style
George is known for his calm presence, ability to simplify complex decisions, and commitment to delivering on his promises. He loves building long-term relationships grounded in trust, transparency, and a common purpose. If you value collaboration and want a steady hand through big financial moments, George is a good fit for you.
George in real life
What keeps you busy outside of work?
My wife and I love to travel and spend time with our family. We have three children and three grandchildren. Golf is also a passion of mine and I enjoy bowling in a league.
What makes you tick?
I enjoy learning new things and consider myself a lifelong learner. I always learn something from working with my clients and I love how this profession allows us to grow together.
Any words you try to live by?
“There is huge pleasure in life to be obtained from getting deserved trust.” ~ Charlie Munger
George’s snapshots
Meet George’s Teammates
Michael Snider
Principal
What George Says
Mike and I both love reading about the psychology of money. It is a privilege to collaborate with him on how best to communicate investment concepts.
Will Rockett
Sr. Director of Investment Strategy
What George Says
Collaborating with Will is always a masterclass in strategic thinking — his deep market insights and disciplined investment strategy consistently strengthen our planning and help us deliver outcomes for clients.
Tami Leffingwell
Manager, Client Service
What George Says
Tami is the COO of our team, supporting clients in all facets of operations. She puts her heart into helping ensure promises are met each and every day. Her attention to detail and ability to keep the back office running smoothly makes all the difference!
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